Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Constance Norman is an active financial advisor with Raymond James Financial Services Advisors, Inc., operating in Ann Arbor, Michigan. Natalie has been in the industry since March 1999, and holds the Series 7, Series 24, Series 66, and SIE licenses. Natalie specializes in providing financial planning, portfolio management, and educational seminars. She has experience working with a wide range of clients, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Natalie is also the owner of Natalie V Craig & Company Wealth Advsiors LLC, a company providing support services and working as a branch manager for clients in Ann Arbor, MI.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
03/13/2017 - Present
Raymond James Financial Services Advisors, Inc. (Ann Arbor MI)
MI
07/14/2006 - 09/04/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (SHELBY TOWNSHIP MI)
MI
09/05/2001 - 07/25/2006
RAYMOND JAMES & ASSOCIATES, INC. (AUBURN HILLS MI)
NY
02/05/2001 - 09/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/08/1999 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Natalie Norman is the right advisor for you? Invested Better is here to help.
